Lathrop Investment Management’s Southern Company SO Stock Holding History

Lathrop Investment Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$679K	Sell	7,091 -35	-0.5%	-$3.29K	0.12%	60
2026 Q1	$688K	Hold	7,126	–	–	0.13%	56
2025 Q4	$621K	Hold	7,126	–	–	0.11%	57
2025 Q3	$675K	Hold	7,126	–	–	0.12%	55
2025 Q2	$654K	Hold	7,126	–	–	0.12%	56
2025 Q1	$655K	Buy	7,126 +3	+0%	+$260	0.13%	58
2024 Q4	$586K	Buy	7,123 +15	+0.2%	+$1.32K	0.11%	62
2024 Q3	$641K	Buy	7,108 +218	+3%	+$18.6K	0.12%	61
2024 Q2	$534K	Hold	6,890	–	–	0.1%	59
2024 Q1	$494K	Hold	6,890	–	–	0.1%	58
2023 Q4	$483K	Sell	6,890 -392	-5%	-$26.9K	0.1%	55
2023 Q3	$471K	Sell	7,282 -130	-2%	-$9.02K	0.1%	57
2023 Q2	$521K	Sell	7,412 -40	-0.5%	-$2.87K	0.11%	54
2023 Q1	$518K	Hold	7,452	–	–	0.11%	54
2022 Q4	$532K	Buy	7,452 +482	+7%	+$32.2K	0.12%	56
2022 Q3	$474K	Hold	6,970	–	–	0.13%	50
2022 Q2	$497K	Hold	6,970	–	–	0.12%	51
2022 Q1	$505K	Sell	6,970 -100	-1%	-$6.77K	0.11%	49
2021 Q4	$485K	Hold	7,070	–	–	0.1%	52
2021 Q3	$438K	Sell	7,070 -50	-0.7%	-$3.22K	0.09%	50
2021 Q2	$431K	Sell	7,120 -480	-6%	-$30.7K	0.09%	50
2021 Q1	$472K	Buy	7,600 +750	+11%	+$44.9K	0.11%	49
2020 Q4	$421K	Sell	6,850 -800	-10%	-$48.1K	0.1%	51
2020 Q3	$415K	Hold	7,650	–	–	0.12%	51
2020 Q2	$397K	Sell	7,650 -4,000	-34%	-$222K	0.12%	53
2020 Q1	$631K	Buy	11,650 +100	+0.9%	+$6.33K	0.22%	42
2019 Q4	$736K	Buy	11,550 +320	+3%	+$19.8K	0.2%	37
2019 Q3	$694K	Buy	11,230 +3,910	+53%	+$227K	0.19%	38
2019 Q2	$405K	Sell	7,320 -410	-5%	-$22K	0.11%	48
2019 Q1	$399K	Buy	7,730 +1,320	+21%	+$64.7K	0.12%	48
2018 Q4	$282K	Sell	6,410 -65	-1%	-$2.96K	0.1%	49
2018 Q3	$282K	Hold	6,475	–	–	0.07%	52
2018 Q2	$300K	Buy	6,475 +1,675	+35%	+$75K	0.08%	50
2018 Q1	$214K	Hold	4,800	–	–	0.06%	57
2017 Q4	$231K	Hold	4,800	–	–	0.06%	58
2017 Q3	$236K	Hold	4,800	–	–	0.07%	54
2017 Q2	$230K	Hold	4,800	–	–	0.07%	53
2017 Q1	$239K	Sell	4,800 -215	-4%	-$10.6K	0.07%	53
2016 Q4	$247K	Hold	5,015	–	–	0.07%	55
2016 Q3	$257K	Buy	5,015 +215	+4%	+$11.3K	0.08%	53
2016 Q2	$257K	Hold	4,800	–	–	0.08%	56
2016 Q1	$248K	Hold	4,800	–	–	0.08%	53
2015 Q4	$225K	Hold	4,800	–	–	0.07%	54
2015 Q3	$215K	Hold	4,800	–	–	0.07%	55
2015 Q2	$201K	Hold	4,800	–	–	0.07%	59
2015 Q1	$213K	Hold	4,800	–	–	0.07%	54
2014 Q4	$236K	Hold	4,800	–	–	0.09%	51
2014 Q3	$210K	Sell	4,800 -166	-3%	-$7.29K	0.08%	52
2014 Q2	$225K	Hold	4,966	–	–	0.09%	54
2014 Q1	$218K	Hold	4,966	–	–	0.09%	54
2013 Q4	$204K	Buy	+4,966	New	+$205K	0.09%	53

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lathrop Investment Management's SO Position: Q2 2026 in Review

Lathrop Investment Management reduced its Southern Company (SO) stake by 0.49% in Q2 2026, selling an estimated $3.29K and leaving 7,091 shares worth $679K. The position accounts for 0.12% of the portfolio, ranked #60.

Lathrop Investment Management first reported a position in SO in Q4 2013 and has held it in 51 quarters since. The position peaked at $736K in Q4 2019. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Lathrop Investment Management held 7,091 shares of Southern Company worth $679K as of Q2 2026.
Lathrop Investment Management sold 35 Southern Company shares in Q2 2026, an estimated $3.29K.
Southern Company made up 0.12% of Lathrop Investment Management's portfolio in Q2 2026, its #60 holding.
Lathrop Investment Management first reported a position in Southern Company in Q4 2013 and has held it in 51 quarters since.
Lathrop Investment Management's Southern Company position peaked at $736K in Q4 2019.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Lathrop Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.